PFBT
SRV

Parkside Financial Bank & Trust’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Parkside Financial Bank & Trust’s Portfolio SRV Stock Details SRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$46K – 2795
2025
Q3 		$46K Buy
+1,000
New +$43.3K ﹤0.01% 964

Other funds holding SRV

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Parkside Financial Bank & Trust's SRV Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of NXG Cushing Midstream Energy Fund (SRV) in Q4 2025, closing a stake of 1,000 shares — an estimated $46K sold.

Parkside Financial Bank & Trust first reported a position in SRV in Q3 2025 and held it in 1 quarter. The position peaked at $46K in Q3 2025. 31 funds tracked by Wall St. Rank hold SRV as of Q4 2025.

  • Parkside Financial Bank & Trust reported no remaining NXG Cushing Midstream Energy Fund position as of Q4 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,000 NXG Cushing Midstream Energy Fund shares in Q4 2025, an estimated $46K.
  • Parkside Financial Bank & Trust first reported a position in NXG Cushing Midstream Energy Fund in Q3 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's NXG Cushing Midstream Energy Fund position peaked at $46K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.